Scarborough Health Network Foundation
Free Estate & Financial Planning Educational Series

Join us for Two Complimentary Educational Seminars

Estate Planning

Presented by Charles Eyton-James, Scarborough Lawyer

Wednesday, June 26, 2024
Presentation: 2:00 PM to 3:00 PM

Scarborough Health Network Centenary Hospital
Bruce Johnston Conference Room, Floor 3
2867 Ellesmere Rd, Toronto, ON M1E 4B9

Refreshments will be served and parking passes will be provided at registration on the day of the seminar.

You will learn how: 

  • What information a lawyer collects in advance of making a will and powers of attorney
  • Why the lawyer collects that specific information
  • Possible consequence of the failure to obtain the necessary information or to record the information incorrect

Maximizing Tax Efficiency and Wealth Preservation

Presented by Jim Y. Huang, Partner, LHL Partners CPA LLP

Thursday, June 27, 2024
10:30 AM – 11:30 AM

Hosted virtually on Zoom
Instructions, link & password will be sent once you have registered for the event.

You will learn how: 

  • Why is tax planning so important when it comes to planning for your estate?
  • What kind of tax implications should you consider when making charitable donations?
  • How can you make the most of tax benefits through smart estate planning strategies?
  • Can trusts really help with tax planning for both your estate and charitable giving?

RSVP BY JUNE 24, 2024

Contact Anne Buenaventura to secure your seat today.
Reserved spaces are complimentary, but space is limited

Call 416-300-9481 or email your response to abuenaventura@shn.ca 

Picture of Charles Eyton-James

Charles Eyton-James is a lawyer practicing in the area of Wills and Estates in Scarborough.

Picture of Jim Y. Huang

Jim Y. Huang is a partner specializing in taxation and trust services at LHL CPA LLP (CPA Firm) & Sunsion Law (Law Firm) in Toronto. With over 10 years of experience, he brings extensive expertise and qualifications, including LL. B, LL.M, MBA, CPA, and TEP designations. Jim provides comprehensive financial, taxation, and estate planning solutions for clients. He has a proven track record of helping clients develop holistic financial plans and investment strategies, with a keen emphasis on risk management and estate planning needs. Jim’s dedication to providing intelligent and informed advice ensures that clients receive the highest level of service and guidance. 

Especially as a member of STEP (Society of Trust and Estate Practitioners) Canada, Jim is dedicated to offering services such as drafting wills and trusts, managing estates, and advising families on financial structures to ensure compliance and protect assets for future generations, while also providing guidance on issues like supporting charitable causes and ensuring care for elderly or vulnerable relatives.